Defined Benefit (Pension) · DOL Form 5500 · 2024

Birla Carbon USA Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
56
Participants Small participant base
69th
Percentile by assets National rank
$329,946
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Birla Carbon USA · Sponsored by Birla Carbon USA · Georgia · Manufacturing

$18M in assets, 56 participants

Birla Carbon USA's Pension Plan for Birla Carbon USA reported $18M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 69th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #10,275 in Manufacturing (17,777 peers)

Birla Carbon USA multi-year trail

Birla Carbon USA's plans moved +18.5% in assets from 2022 to 2024; this filing shows Pension Plan for Birla Carbon USA at $18M / 56 participants.

#10,275
in Manufacturing (17,777 peers)
+5.0%
assets growth YoY

Pension Plan for Birla Carbon USA's outsized position by total assets

Pension Plan for Birla Carbon USA vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,476,990 Top 31% higher than 69% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Pension Plan for Birla Carbon USA among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Birla Carbon USA is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Birla Carbon USA reported net income rose from $770K in the plan year 2023 filing to $872K in the plan year 2024 filing.
  • Pension Plan for Birla Carbon USA reported participants fell from 61 in the plan year 2023 filing to 56 in the plan year 2024 filing.
  • Pension Plan for Birla Carbon USA end-of-year assets rose from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133230278 · Birla Carbon USA PY 2024 · Defined Benefit (Pension)

Pension Plan for Birla Carbon USA · $18M · 56 · 69th

  • BOY $18M
  • SCH 56
  • EBSA 69th
  • PART Defined Benefit (Pension)
  • TYPE near Winpak Portion Packaging, Inc - Pension Plan
  • NET ind #10275

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Georgia →

Pension Plan for Birla Carbon USA in the asset neighbourhood

Penn Security Bank and Trust Company Employees' Pension PlanPenn Security Bank and Trust…$19MWinpak Portion Packaging, Inc - Pension PlanWinpak Portion Packaging, In…$19MPension Plan for Birla Carbon USAPension Plan for Birla Carbo…$18MAlabama Council on Human Relations, Inc. Defined Benefit Pension PlanAlabama Council on Human Rel…$18MSouth Texas Radiology Group P.a. Cash Balance Pension PlanSouth Texas Radiology Group …$18M
End-of-year total assets ($M) among Pension Plan for Birla Carbon USA and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Birla Carbon USA multi-year asset trail

Sponsor-wide plan assets over time

All Birla Carbon USA plans reported in each filing year

Latest sponsor-wide plan assets
$74M 18.464091883993163% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.5M $74M ▲ +18.5%
Year Plans Participants Total Assets
2022 2 394 $62M
2023 2 396 $70M
2024 2 418 $74M

Birla Carbon USA filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income$872K
Employer EIN133230278
Plan Effective Date2006-03-06
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Birla Carbon USA vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -50510152025 Total assets ($B) Participants Pension Plan for Birla Carbon USA, Total assets ($B): 0.01847699 · Participants: 56Pension Plan for Birla Carbon USAUPS Retirement Plan, Total assets ($B): 21.2364871 · Participants: 43465UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 15.319238036 · Participants: 25843The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.219463258 · Participants: 69627UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.280234765 · Participants: 157587UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.253434311 · Participants: 15222Delta Retirement Plan
Pension Plan for Birla Carbon USA vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Pension Plan for Birla Carbon USA side-by-side with 3 peers →

Pension Plan for Birla Carbon USA's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Winpak Portion Packaging, Inc - Pension Plan in IL ($19M); by covered participants it is Los Angeles Turf Club, Incorporated Retirement Income Plan in CA (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan for Birla Carbon USA assets move in 2024? ▼
Pension Plan for Birla Carbon USA edged up modestly - up 5.0% during 2024, from $18M to $18M. Reported net income was $872K.
How have Birla Carbon USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birla Carbon USA's sponsor-wide assets grew 18.5%, from $62M to $74M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Birla Carbon USA? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Winpak Portion Packaging, Inc - Pension Plan in IL ($19M, 56 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Birla Carbon USA? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Los Angeles Turf Club, Incorporated Retirement Income Plan in CA (56 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133230278.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.